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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

At Least — Not In Spend, and Not Outside of B2B “Tech” Customers. So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. Does it matter?

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Battery Ventures: Startups Are Actually Far More Overvalued Now Than in 2021

SaaStr

So Battery Ventures has a new detailed report on The Open Cloud you can dig into here. There’s a lot of great data in the report, but one analysis helped answered a question I’ve been wondering the past 12-18 months: Are start-up actually more overvalued today than at the peak of Cloud mania in 2021? in 2021 to 23.4x

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Ask Yourself for 2025: Does Your App Still Matter?

SaaStr

When we started there was basically no great content on scaling B2B companies. Now B2B content is everywhere. LinkedIn itself is an endless feed of B2B scaling content, in fact. And there is great B2B content on 20VC, on Lenny’d pod, and so many other great places. So I asked myself that question.

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The Quiet Liquidity Crisis in SaaS

SaaStr

And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. Public SaaS and Cloud companies, and AI leaders like NVidia, have still generated a lot of cash for shares. The bar has gone up everywhere in SaaS and B2B. Epic times. years or so. It should get better.

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Cloud is Eating all of Technology and Software… Is it Sustainable?

SaaStr

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B B2B txns moving online ??APIs This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. The truth is- Cloud is still in its early days.

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Thoma Bravo: Software Spend Will Grow 19% a Year Through 2028. AI is The Accelerant.

SaaStr

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. Thoma Bravo is one of them.

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Is SaaS Back? (TL;DR: It Sure Feels Like It)

SaaStr

” and the post not only took off, it summarized a zeitgeist, a malaise, a feeling across much of B2B at the start of 2024. It’s not 2021 again, but so much has changed as the year ends: Many top SaaS and Cloud stocks are up +40%-60% or more in the back half of the yea r. That SaaS was Dead. Not all of them, but so many.

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